KEDI Palantir Fixed Tech100 Index
The index comprises 100 U.S.-listed equities, with an enhanced weighting allocated to Palantir Technologies.
Sentiment Summary
Recent Events
Rocket Lab's next earnings release for Q2 2026 is scheduled.
Q2 2026 earnings results are scheduled to be released on 2026-08-04, an estimated date based on historical reporting. High importance is estimated as earnings releases typically drive significant price movement scheduled.
Q2 2026 earnings release is scheduled. Market impact is estimated to be Low (≥1%) based on historical volatility during earnings announcements.
Amazon's Q2 2026 earnings release is scheduled for July 30, 2026. Low importance is estimated as the specific market impact is unknown until the actual release, scheduled.
Next quarterly earnings release is expected on or around July 30, 2026; a >1% impact is estimated, expected.
Q2 2026 earnings release on July 29, 2026, is scheduled. Analysts forecast revenue to be in the range of $58-61 billion, forecasted. This event is estimated to have a medium market impact based on historical earnings volatility, scheduled.
Next quarterly earnings release for Q3 2026 is expected around July 29, 2026. A price impact of at least 5% is estimated based on historical volatility during the company's earnings announcements, and the release is expected.
Q2 2026 earnings release and conference call scheduled for 2026-07-28; low impact expected for the announcement of the date itself.
Q2 2026 earnings release for 2026-07-28. A price impact of approximately 2% is estimated as the market anticipates results consistent with recent guidance; scheduled.
Q2 2026 earnings release is scheduled for July 27, 2026. Importance is estimated as High as earnings reports for a company of this size typically have significant market impact.
Netflix's Q2 2026 earnings release on July 16, 2026, is scheduled. Importance is estimated as Medium based on historical volatility around earnings reports.
ASML's Q2 2026 earnings release is scheduled. Importance is Medium as quarterly results typically trigger 5-10% price movement.
A low impact is estimated for the Q2 2026 earnings report release on July 14, 2026, as the results are expected to align with market consensus resulting in a price impact of approximately 1% scheduled
Rajesh Jha, EVP of Experiences + Devices, to retire effective July 1, 2026. Medium importance estimated as the departure of a key executive overseeing core products typically causes 5% market volatility, scheduled.
Ex-dividend date for a quarterly cash dividend of $0.33 per share on 2026-07-01. The dividend was announced on 2026-05-13 and is payable on 2026-07-22. Low impact estimated as dividends typically cause minor price adjustments scheduled.
Honeywell has officially disclosed a planned pro rata spin-off of Honeywell Aerospace Inc. from Honeywell International Inc., with Honeywell Aerospace expected to list on Nasdaq under ticker HONA. The separation is described as a distribution of 100% of Honeywell Aerospace shares to Honeywell shareowners and is expected to affect trading because HON will trade ex-Aerospace after the distribution while HONA begins public trading.
Micron is scheduled to release its Fiscal Q3 2026 earnings results on 2026-06-24; High importance is estimated due to significant revenue guidance ($33.5B) and its role as a key indicator for the AI memory market, scheduled.
Paychex is expected to release its Q4 fiscal 2026 earnings results on June 24, 2026. Analysts forecast EPS of approximately $1.32, an increase from the prior year. Medium importance is estimated based on historical earnings price volatility, scheduled.
Qualcomm Investor Day 2026 scheduled on June 24, 2026. A price impact of at least 1% is estimated as strategic updates often trigger market reactions, and the event is scheduled.
Quarterly cash dividend of $0.74 per share with an ex-dividend date of June 24, 2026. A 1% price impact is estimated as this is a routine corporate action.
Workday's 2026 annual meeting of stockholders is scheduled to be held virtually on June 16, 2026, scheduled.
A ten-for-one forward stock split will become effective on June 12, 2026, with shares scheduled to begin trading on a split-adjusted basis; a >10% impact is estimated for this Trading Issue, scheduled.
Ex-dividend date (2026-06-12) for the quarterly dividend of $1.70 per share, announced on April 8, 2026, with payment scheduled for July 1, 2026. Low impact estimated as dividend events typically result in minor price adjustments, scheduled.
Adobe's Q2 2026 earnings report is scheduled for release on June 11, 2026. Analysts forecast EPS of approximately $5.83. Importance is estimated as Low (>=1%) as earnings releases typically trigger at least a 1% price movement. forecasted scheduled
2026 Annual Meeting of Stockholders scheduled.
Apple's Worldwide Developers Conference (WWDC) keynote is scheduled for 2026-06-08, where major software updates including iOS 27 and significant AI advancements under the "Apple Intelligence" platform are expected. This event is expected to have a high impact (>=10%) due to the strategic importance of AI integration and is expected.
Ex-dividend date for the quarterly dividend of $1.60 per share on June 4, 2026; Low importance estimated as price impact is typically minimal scheduled.
Q2 2026 earnings release with company revenue forecast of approximately $22.0 billion and AI semiconductor revenue of $10.7 billion. High importance is estimated due to expected price impact exceeding 10% and is scheduled.
CrowdStrike is scheduled to release its financial results for the first quarter of fiscal year 2027, which ended on April 30, 2026, followed by a conference call. High price impact is estimated based on historical earnings volatility, scheduled
Fiscal Third Quarter 2026 financial results are scheduled to be released after U.S. markets close on June 2, 2026, scheduled. High importance is estimated as earnings reports typically result in price movements exceeding 10%.
Matt Strauss, Chairman of NBCUniversal Media Group, is scheduled to participate in the Evercore Global TMT Conference on 2026-06-02. Low impact estimated as conference participation usually has minimal immediate market effect scheduled.
Q4 and full fiscal year 2026 financial results are scheduled to be announced after the market closes on June 1, 2026. A high price impact is estimated due to high investor interest in AI-related stocks and recent volatility scheduled
MongoDB is scheduled to report its financial results for the first quarter of fiscal year 2027 after the market closes on May 28, 2026. High importance is estimated based on the 20% price impact observed in the previous quarter, scheduled.
Management is scheduled to present at the TD Cowen 54th Annual Technology Media & Telecom Conference. Low impact estimated as such presentations rarely cause significant price volatility, scheduled.
Annual General Meeting of Shareholders scheduled on 2026-05-28. Low importance is estimated as AGMs typically result in minimal price impact scheduled.
Marvell is scheduled to release its Q1 FY2027 financial results on May 27, 2026. Analysts forecast revenue of approximately $2.40 billion and an EPS of around $0.79. High importance is estimated due to the historical volatility of semiconductor stocks following earnings reports, forecasted.
Q2 FY2026 earnings release on May 27, 2026 scheduled. Market reaction is expected to be neutral as it is a standard reporting event.
Workday is scheduled to announce its fiscal 2027 first quarter financial results after market close on May 21, 2026. Analysts forecast earnings of $2.49 per share and revenue of $2.5174 billion. High importance is estimated due to historical price volatility of over 10% following earnings releases, scheduled.
Ex-dividend date for the quarterly cash dividend of $0.455 per share on May 21, 2026. The dividend was announced on May 7, 2026, with a record date of May 22, 2026, and a payment date of June 5, 2026, scheduled.
Ex-dividend date for Microsoft's $0.91 quarterly dividend on May 21, 2026, following the March 10 declaration. Low importance estimated as routine dividend adjustments typically result in 1% price changes, scheduled.
Analog Devices scheduled the release of its financial results for the second quarter of fiscal year 2026 for May 20, 2026, with analysts forecasting significant year-over-year growth in revenue and EPS; high importance is estimated as earnings reports typically cause price movements of 10% or more, forecasted.
Meta announced workforce restructuring on May 20, 2026, involving laying off approximately 8,000 employees (about 10% of its workforce) and reassigning 7,000 others to AI-focused roles. This significant restructuring is estimated to have a high market impact due to cost-cutting and strategic shift, expected.
NVIDIA is scheduled to report its financial results for the first quarter of fiscal year 2027 after the market close on May 20, 2026. Analysts forecast revenue around $79 billion and EPS of $1.78. High importance is estimated based on the 8-10% move priced by options markets scheduled.
Amazon held its 2026 Annual Meeting of Shareholders virtually on May 20, 2026.
Quarterly dividend ex-date of $5.16 per share, announced on April 29, 2026.
Company executives are scheduled to present at the JP Morgan 2026 Global Technology, Media and Communications Conference on May 20, 2026, scheduled.
Analog Devices announced on May 19, 2026, a definitive agreement to acquire Empower Semiconductor for $1.5 billion in an all-cash transaction to expand its power portfolio for the AI era; high importance is estimated due to the strategic scale of the acquisition which is expected to have a price impact of 10% or more, scheduled.
A law firm announced an investigation into Biogen for potential securities fraud on 2026-05-19 following the Phase 2 CELIA trial results; a medium impact is estimated due to potential legal and reputational risks.
Analysts from Citigroup and Mizuho raised their price targets for Micron stock on 2026-05-19, citing strong HBM demand and pricing power, forecasted.
Positive Phase 2 trial results for efdoralprin alfa announced on May 19, 2026. Analysts estimate a 5% price impact from clinical success; event scheduled.
On May 19, 2026, Meta proposed a plan to allow competing AI chatbots to use WhatsApp in Europe to address EU antitrust concerns under the Digital Markets Act (DMA). This regulatory move is estimated to have a low market impact, expected.
Reports emerged that Qualcomm and Intel held preliminary, early-stage takeover talks with AI chip startup Tenstorrent. Such reports typically trigger speculative price movements of at least 1%.
Tesla officially abandoned its plans to build a manufacturing facility in India, a decision confirmed by an Indian government minister, citing supply chain and tariff negotiation issues. Low importance estimated due to potential <5% price impact expected
Citi analyst Atif Malik raised the price target on Intel to $130 from $95, maintaining a Buy rating; Medium importance is justified by the significant target increase likely causing a 5-10% price impact forecasted.
Ex-dividend date on May 18, 2026, for a quarterly cash dividend of $2.30 per share, representing a 21% increase; a >5% impact is estimated, scheduled.
Multiple analysts, including those from BMO and Citi, raised their price targets on MongoDB ahead of its earnings report, citing AI momentum and Atlas growth. The stock rose more than 8% on the news, estimated.
At a conference on May 18, 2026, the CEO's comments on AI-driven demand fulfillment delays led to an 8% stock price drop.
Baidu released Q1 2026 results on 2026-05-18; AI-powered business revenue rose 49% year over year and shares rose about 2% in early trading after the earnings beat.
Announced a strategic research collaboration with Parabilis Medicines to develop Antibody-Helicon Conjugates (AHCs), including a $50 million upfront payment and a $75 million equity investment. Market reaction estimated at ≥1% due to pipeline expansion.
ASML and Tata Electronics are expected to announce a strategic partnership to help establish a semiconductor manufacturing ecosystem in India, with ASML's technology supporting Tata's planned foundry in Gujarat. Importance is Low as immediate price impact is estimated at 1-5%.
The U.S. Food and Drug Administration (FDA) approved Signatera CDx as the first blood-based molecular residual disease (MRD) companion diagnostic for use with Tecentriq immunotherapy in muscle-invasive bladder cancer (MIBC) on 2026-05-15; high importance is estimated due to the significant market expansion potential of this first-of-its-kind approval.
The Phase 3 trial of fianlimab in combination with Libtayo for first-line metastatic melanoma did not meet its primary endpoint of progression-free survival, causing shares to fall over 10%.
Cisco released security updates on May 15, 2026, for a critical (CVSS 10.0) authentication bypass vulnerability (CVE-2026-20182) in its Catalyst SD-WAN products. This is estimated to have a 5% price impact.
Quarterly dividend of $1.19 per share, with an ex-dividend date of May 15, 2026.
Applied Materials reported record Q2 2026 financial results on May 14, 2026, with revenue of $7.91 billion and non-GAAP EPS of $2.86, beating analyst expectations. The company also provided strong Q3 guidance and raised its full-year 2026 growth forecast for the semiconductor equipment market to over 30%. This high importance is justified by the record-breaking results and significant guidance raise, which typically lead to a price impact of 10% or more, expected
Announced topline results from the Phase 2 CELIA study for Alzheimer's drug diranersen (BIIB080) on 2026-05-14, which failed to meet its primary endpoint, leading to a 6.4% stock price decline.
At the MoffettNathanson investor conference on 2026-05-14, Comcast executives presented a strategic shift focusing on outcomes-driven advertising technology, live sports, and the Peacock streaming service. Low impact estimated as the focus was on long-term strategy.
Intel was named the Official Compute Partner of McLaren Racing; Low importance is justified by the partnership likely causing a 1-5% price impact scheduled.
Announced the new EX-423 Evacuated Miniature Crystal Oscillator (EMXO), a timing device for critical low-power applications, on May 14, 2026, scheduled.
Cisco reported record Q3 2026 revenue of $15.8B (up 12% YoY) and non-GAAP EPS of $1.06, beating analyst expectations. The company also raised its guidance for Q4 and the full fiscal year. Shares rallied by over 10% post-announcement.
Announced a restructuring plan on May 13, 2026, to reduce its global workforce by less than 5% (fewer than 4,000 jobs) in Q4. This major shift is estimated to have a >10% price impact due to the scale of workforce reduction.
Cantor Fitzgerald analysts price target increase to $380 forecasted; medium impact expected as analyst upgrades typically drive 5-10% movement.
Declared a quarterly cash dividend of $0.42 per common share, announced on May 13, 2026. The dividend is payable on July 22, 2026, to shareholders of record on July 6, 2026. This is estimated to have a 1% price impact.
On May 13, 2026, Workday announced it was named a Leader in the 2026 Gartner® Magic Quadrant™ for Talent Acquisition (Recruiting) Suites.